+138.4%
HON vs OVV
+54.2%
+84.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.5% |
| 7D | -0.8% | -3.7% | +2.9% | -0.3% |
| 30D | -15.2% | +8.0% | -23.2% | -16.2% |
| 3M | -6.0% | +11.3% | -17.2% | -7.8% |
| 6M | -14.9% | +24.0% | -38.9% | -18.4% |
| YTD | +3.2% | +65.3% | -62.2% | -5.5% |
| 1Y | 0.0% | +60.2% | -60.1% | -8.2% |
| 3Y | +21.5% | +46.9% | -25.5% | +10.8% |
| 5Y | +4.0% | +158.7% | -154.7% | -16.9% |
| 10Y | +138.4% | +50.8% | +87.5% | +51.4% |
| All | +138.4% | +54.2% | +84.2% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling